• brightsidew3

    (@brightsidew3)


    Hello

    I hope you can help me. I have some questions to understand what is achievable with Ultimate Member.

    I am trying to create a secure client portal where clients can share documents and information with me.

    Please can you tell me which of the following may be achievable:

    – Create a default dashboard page that a client sees. This will show document upload area / information and progress completion.
    – Add clients which will automatically create the default page for them (so they can login and view their private project)
    – Add managers and assign clients so not all managers can see all client projects/pages
    – Built in private messaging – between clients and admin (not client to client)
    – Clients need ability to upload files / admin also need to upload files and specify which clients can see them
    – Dashboard to show files uploaded by client and files uploaded by manager/admin?

    I look forward to hearing from you.
    Thanks

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